We are live on ! Find out more
IBKR icon

Interactive Brokers

496 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 162 increasing their positions, 173 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 48

35% more capital invested

Capital invested by funds: $7.81B → $10.6B (+$2.77B)

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

9% more funds holding

Funds holding: 456496 (+40)

1.65% more ownership

Funds ownership: 351.96%353.62% (+1.7%)

3% less call options, than puts

Call options by funds: $116M | Put options by funds: $119M

6% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 173

Holders
496
Holders Change
+40
Holders Change %
+8.77%
% of All Funds
7.14%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
162
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B -$1.25M -50,364 -0.1%
BlackRock
2
BlackRock
New York
$1.02B +$7.08M +284,392 +0.8%
OAG
3
Orbis Allan Gray
Bermuda
$796M -$63.7M -2,556,660 -8%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$574M -$117M -4,681,144 -19%
JP Morgan Chase
5
JP Morgan Chase
New York
$414M +$231M +9,266,956 +167%
CCM
6
Cantillon Capital Management
New York
$408M -$7.29M -292,660 -2%
State Street
7
State Street
Massachusetts
$356M +$9.51M +381,716 +3%
GWM
8
Greenwich Wealth Management
Connecticut
$332M -$14.6M -587,368 -5%
ECU
9
Egerton Capital (UK)
United Kingdom
$315M +$281M +11,294,788 New
BCM
10
Bares Capital Management
Texas
$314M +$26.3M +1,058,172 +10%
Marshall Wace
11
Marshall Wace
United Kingdom
$226M -$113M -4,543,604 -36%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$209M +$20.4M +818,284 +12%
Morgan Stanley
13
Morgan Stanley
New York
$204M -$12.9M -516,912 -7%
JFL
14
Jarislowsky, Fraser Ltd
Quebec, Canada
$191M -$10.1M -406,072 -6%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$165M +$146M +5,857,988 +10,085%
Norges Bank
16
Norges Bank
Norway
$162M +$27.5M +1,104,688 +23%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$140M +$2.91M +116,708 +2%
Fidelity International
18
Fidelity International
Bermuda
$118M -$15M -603,204 -12%
Bank of America
19
Bank of America
North Carolina
$113M +$31.9M +1,281,104 +46%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$109M +$1.41M +56,456 +1%
CFM
21
Coronation Fund Managers
South Africa
$105M -$25.8M -1,035,944 -22%
Wells Fargo
22
Wells Fargo
California
$103M -$4.96M -199,248 -5%
BCM
23
Bronte Capital Management
Australia
$94.1M +$621K +24,924 +0.7%
ABI
24
Abrams Bison Investments
Maryland
$90.8M -$9.86M -396,000 -11%
Charles Schwab
25
Charles Schwab
California
$86.1M -$6.98M -280,136 -8%